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Barry Investment Advisors’s Dow Inc DOW Stock Holding History

Barry Investment Advisors’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-169,034
Closed -$9.79M – 120
2024
Q1 		$9.79M Sell
169,034
-4,106
-2% -$227K 3.26% 8
2023
Q4 		$9.5M Sell
173,140
-1,960
-1% -$100K 3.21% 9
2023
Q3 		$9.03M Sell
175,100
-1,699
-1% -$91.2K 3.25% 8
2023
Q2 		$9.42M Sell
176,799
-3,014
-2% -$160K 3.18% 9
2023
Q1 		$9.86M Buy
179,813
+3,848
+2% +$216K 3.23% 8
2022
Q4 		$8.87M Buy
175,965
+22,314
+15% +$1.09M 2.8% 10
2022
Q3 		$6.75M Buy
153,651
+13,550
+10% +$687K 2.31% 17
2022
Q2 		$7.23M Buy
+140,101
New +$8.97M 2.17% 18

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Barry Investment Advisors's DOW Position: Q2 2024 in Review

Barry Investment Advisors sold out of Dow Inc (DOW) in Q2 2024, closing a stake of 169,034 shares — an estimated $9.79M sold.

Barry Investment Advisors first reported a position in DOW in Q2 2022 and held it in 8 quarters. The position peaked at $9.86M in Q1 2023. 1,549 funds tracked by Wall St. Rank hold DOW as of Q2 2024.

  • Barry Investment Advisors reported no remaining Dow Inc position as of Q2 2024 after selling out during the quarter.
  • Barry Investment Advisors sold 169,034 Dow Inc shares in Q2 2024, an estimated $9.79M.
  • Barry Investment Advisors first reported a position in Dow Inc in Q2 2022 and held it in 8 quarters.
  • Barry Investment Advisors's Dow Inc position peaked at $9.86M in Q1 2023.
  • 1,549 funds tracked by Wall St. Rank held Dow Inc as of Q2 2024.

Based on Barry Investment Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.